AR
Adrienne A. Radakovic
CETERA INVESTMENT ADVISERS LLC
Phoenix, AZ
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CRD#: 5138271
AR
Professional summary
Adrienne A Radakovic is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Phoenix, Arizona and CETERA WEALTH SERVICES, LLC located in San Francisco, California.
Adrienne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Adrienne has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/2021 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELL LIFE, ANNUITIES, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: STELLA WEALTH ADVISORS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: WEALTH MANAGEMENT START DATE: 4/2021 POSITION/TITLE/RELATIONSHIP: FOUNDER/SENIOR INVESTMENT ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FOUNDER/SENIOR INVESTMENT ADVISOR; 3. NAME OF OTHER BUSINESS: MORE FABRICATIONS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SALES CONSULTING; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: CONSULTANT; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: CONSULT ON SALES ACTIVITIES WITH THE EXECUTIVE LEADERSHIP TEAM; 4. NAME OF OTHER BUSINESS: A-BEARIE LLC, INVESTMENT RELATED: NO, ADDRESS: 1112 LAFONTAINE AVE, OCEAN SPRINGS, MS 39564, NATURE OF BUSINESS: REAL ESTATE, START DATE:12/2024, POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: LLC MANAGING PARTNER AND K1 DISTRIBUTER;
CRS (Client Relationship Summary) - RIA
Click below to view Adrienne A Radakovic's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #2: 3635 Webster Street, San Francisco, CA 94123RIA
CRD#: 105644
Phoenix, AZ
Current
April 30, 2021 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 580 California Street 12th Floor, San Francisco, CA 94104BD
CRD#: 13572
SAN FRANCISCO, CA
Past
April 30, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
NAPA, CA
Past
February 22, 2013 - April 20, 2021
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SAN FRANCISCO, CA
Past
February 22, 2013 - April 20, 2021
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SAN FRANCISCO, CA
Past
June 1, 2009 - March 5, 2013
MORGAN STANLEY
RIA
CRD#: 149777
FOLSOM, CA
Past
June 1, 2009 - March 5, 2013
MORGAN STANLEY
BD
CRD#: 149777
FOLSOM, CA
Past
February 21, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
FOLSOM, CA
Past
January 11, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
FOLSOM, CA
Past
September 13, 2006 - October 18, 2006
M.L. STERN & CO., LLC.
BD
CRD#: 8327
SACRAMENTO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/2/2024)
IAR
Arizona(2/6/2024)
RR
California(4/30/2021)
IAR
California(6/29/2023)
RR
Florida(6/21/2021)
RR
Michigan(5/12/2021)
RR
Mississippi(1/6/2025)
IAR
Mississippi(2/28/2025)
RR
New Mexico(5/3/2021)
RR
New York(5/8/2021)
RR
Texas(1/3/2025)
IAR
Texas(3/27/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
